| 8/15/2025 | North Ridge Wealth Advisors Inc. | 11,204 | $426K | 0.3% | -10.6% | 0.102% | |
| 8/15/2025 | Corient Private Wealth LLC | 33,684 | $1.28M | 0.0% | -49.0% | 0.306% | |
| 8/15/2025 | Smartleaf Asset Management LLC | 777 | $29K | 0.0% | +346.6% | 0.007% | |
| 8/15/2025 | Freedom Financial Partners LLC | 10,217 | $389K | 0.2% | +25.3% | 0.093% | |
| 8/15/2025 | EP Wealth Advisors LLC | 16,707 | $636K | 0.0% | -21.0% | 0.152% | |
| 8/15/2025 | Balanced Rock Investment Advisors LLC | 89,766 | $3.42M | 2.7% | +3.0% | 0.816% | |
| 8/14/2025 | Jane Street Group LLC | 187,337 | $7.13M | 0.0% | -6.8% | 1.703% | |
| 8/14/2025 | Betterment LLC | 16,083 | $612K | 0.0% | -22.7% | 0.146% | |
| 8/14/2025 | Cerity Partners LLC | 29,778 | $1.17M | 0.0% | N/A | 0.271% | |
| 8/13/2025 | United Wealth Management LLC | 5,411 | $206K | 0.1% | N/A | 0.049% | |
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| 8/13/2025 | Momentous Wealth Management Inc. | 21,636 | $823K | 0.5% | +7.9% | 0.197% | |
| 8/11/2025 | Rockbridge Investment Management LCC | 13,482 | $513K | 0.1% | -7.1% | 0.123% | |
| 8/8/2025 | Truepoint Inc. | 31,701 | $1.21M | 0.0% | -4.3% | 0.288% | |
| 8/8/2025 | RAM Investment Partners LLC | 66,500 | $2.53M | 0.5% | +17.4% | 0.605% | |
| 8/7/2025 | Nwam LLC | 19,553 | $744K | 0.1% | -15.2% | 0.178% | |
| 8/7/2025 | Retirement Solution LLC | 264,639 | $10.07M | 2.6% | +0.7% | 2.406% | |
| 8/7/2025 | Addison Advisors LLC | 21,443 | $816K | 0.2% | +3.4% | 0.195% | |
| 8/7/2025 | Midwest Trust Co | 6,253 | $238K | 0.0% | N/A | 0.057% | |
| 8/6/2025 | Longview Financial Advisors LLC | 31,932 | $1.22M | 0.8% | +6.0% | 0.290% | |
| 8/6/2025 | North Capital Inc. | 1,000 | $38K | 0.0% | -50.0% | 0.009% | |
| 8/6/2025 | Savant Capital LLC | 126,792 | $4.83M | 0.0% | +2.7% | 1.153% | |
| 8/1/2025 | Equita Financial Network Inc. | 12,747 | $485K | 0.2% | +93.9% | 0.116% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 5,422 | $206K | 0.0% | N/A | 0.049% | |
| 8/1/2025 | Red Lighthouse Investment Management LLC | 1,224 | $47K | 0.0% | +28.2% | 0.011% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 6,315 | $240K | 0.0% | N/A | 0.057% | |
| 7/31/2025 | Orion Capital Management LLC | 2,315 | $88K | 0.0% | -12.0% | 0.021% | |
| 7/31/2025 | Schoolcraft Capital LLC | 148,343 | $5.65M | 1.2% | +154.6% | 1.349% | |
| 7/31/2025 | Brighton Jones LLC | 71,492 | $2.72M | 0.1% | +10.9% | 0.650% | |
| 7/31/2025 | Aspen Capital Management LLC | 18,254 | $695K | 0.2% | N/A | 0.166% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 46,573 | $1.77M | 0.0% | -2.6% | 0.423% | |
| 7/31/2025 | Curio Wealth LLC | 1,180 | $45K | 0.0% | +58,900.0% | 0.011% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 19,500 | $742K | 0.1% | -15.2% | 0.177% | |
| 7/31/2025 | Planning Center Inc. | 42,127 | $1.60M | 0.2% | +3.1% | 0.383% | |
| 7/30/2025 | EnRich Financial Partners LLC | 9,285 | $353K | 0.1% | -9.4% | 0.084% | |
| 7/30/2025 | Forum Financial Management LP | 396,139 | $15.08M | 0.2% | +0.1% | 3.601% | |
| 7/30/2025 | Parcion Private Wealth LLC | 10,097 | $384K | 0.0% | +19.5% | 0.092% | |
| 7/30/2025 | Blume Capital Management Inc. | 800 | $30K | 0.0% | +166.7% | 0.007% | |
| 7/30/2025 | Mills Wealth Advisors LLC | 5,268 | $200K | 0.1% | N/A | 0.048% | |
| 7/30/2025 | Drive Wealth Management LLC | 57,274 | $2.18M | 0.5% | +2.0% | 0.521% | |
| 7/29/2025 | Wealthstream Advisors Inc. | 12,892 | $491K | 0.1% | +6.2% | 0.117% | |
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad) Something big is brewing in Washington.
According to my research, an executive order from President Trump could be just weeks away.
And it holds the potential to trigger one of the most explosive tech booms in US history.
At the center of it all? Robots.
Not the kind that clean your house or pour you coffee.
But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year. This little-known company holds nearly 100 patents and trades for around $7 |
| 7/29/2025 | Flagstone Financial Management | 8,359 | $318K | 0.1% | +11.0% | 0.076% | |
| 7/28/2025 | Harbour Investments Inc. | 9,453 | $360K | 0.0% | +5.4% | 0.086% | |
| 7/25/2025 | Wealth Architects LLC | 141,811 | $5.40M | 0.5% | +17.3% | 1.289% | |
| 7/25/2025 | RHS Financial LLC | 9,308 | $354K | 0.2% | -19.3% | 0.085% | |
| 7/24/2025 | Wealth Advisors Northwest LLC | 6,631 | $252K | 0.1% | +4.1% | 0.060% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 30,796 | $1.17M | 0.7% | +7.0% | 0.280% | |
| 7/22/2025 | AWM Capital LLC | 627,225 | $23.87M | 2.5% | -28.9% | 5.702% | |
| 7/22/2025 | Hill Island Financial LLC | 55,089 | $2.10M | 0.6% | N/A | 0.501% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 9,657 | $368K | 0.1% | -2.7% | 0.088% | |
| 7/18/2025 | Tanager Wealth Management LLP | 6,074 | $231K | 0.0% | N/A | 0.055% | |
| 7/18/2025 | Pure Financial Advisors LLC | 72,913 | $2.78M | 0.0% | +64.2% | 0.663% | |
| 7/18/2025 | Citrine Capital LLC | 305,892 | $11.64M | 6.2% | +1.1% | 2.781% | |
| 7/18/2025 | Bridge Generations Wealth Management LLC | 4,884 | $186K | 0.1% | -54.0% | 0.044% | |
| 7/17/2025 | Elser Financial Planning Inc | 124,892 | $4.79M | 0.3% | N/A | 1.135% | |
| 7/17/2025 | Vermillion Wealth Management Inc. | 4,102 | $156K | 0.1% | +6.8% | 0.037% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 163,365 | $6.22M | 0.6% | -10.4% | 1.485% | |
| 7/16/2025 | Jentner Corp | 8,551 | $325K | 0.1% | +3.3% | 0.078% | |
| 7/16/2025 | Five Oceans Advisors | 351,894 | $13.39M | 5.7% | +5.9% | 3.199% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 46,837 | $1.78M | 0.1% | N/A | 0.426% | |
| 7/16/2025 | Perigon Wealth Management LLC | 43,944 | $1.67M | 0.0% | +2.2% | 0.399% | |
| 7/15/2025 | Level Financial Advisors | 7,996 | $304K | 0.1% | +8.4% | 0.073% | |
| 7/15/2025 | Maseco LLP | 548,175 | $20.86M | 0.8% | N/A | 4.983% | |
| 7/15/2025 | Cordant Inc. | 32,121 | $1.22M | 0.6% | -3.0% | 0.292% | |
| 7/14/2025 | AdvisorNet Financial Inc | 11,592 | $441K | 0.0% | +9.7% | 0.105% | |
| 7/14/2025 | Northland Capital Management LLC | 21,400 | $814K | 0.5% | +1.5% | 0.195% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 336,694 | $12.82M | 2.0% | -35.9% | 3.061% | |
| 7/14/2025 | Sellwood Investment Partners LLC | 7,261 | $276K | 0.1% | N/A | 0.066% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 573,927 | $21.84M | 3.0% | -1.7% | 5.218% | |
| 7/11/2025 | Farther Finance Advisors LLC | 16,222 | $617K | 0.0% | +1.7% | 0.147% | |
| 7/10/2025 | Klaas Financial Asset Advisors LLC | 49,829 | $1.90M | 0.3% | +8.4% | 0.453% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 30,733 | $1.17M | 0.3% | +34.0% | 0.279% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 96,572 | $3.71M | 0.0% | -3.2% | 0.878% | |
| 7/8/2025 | Apella Capital LLC | 51,928 | $1.97M | 0.1% | +8.5% | 0.472% | |
| 7/7/2025 | New Capital Management LP | 74,936 | $2.85M | 0.8% | +8.2% | 0.681% | |
| 7/3/2025 | Fiduciary Financial Group LLC | 8,849 | $337K | 0.1% | +7.0% | 0.081% | |
| 5/20/2025 | Focus Partners Wealth | 312,807 | $10.54M | 0.0% | +1,844.2% | 2.870% | |
| 5/19/2025 | Jane Street Group LLC | 201,069 | $6.77M | 0.0% | +539.4% | 1.845% | |
| 5/15/2025 | EP Wealth Advisors LLC | 21,139 | $712K | 0.0% | +9.0% | 0.194% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 47,794 | $1.61M | 0.0% | +25.7% | 0.438% | |
| 5/15/2025 | Betterment LLC | 20,819 | $701K | 0.0% | +18.2% | 0.191% | |
| 5/14/2025 | Heritage Financial Services LLC | 60,881 | $2.05M | 0.2% | -17.6% | 0.559% | |
| 5/13/2025 | RW Investment Management LLC | 27,429 | $924K | 0.1% | -10.5% | 0.252% | |
| 5/13/2025 | Francis Financial Inc. | 119,335 | $4.02M | 1.0% | -1.0% | 1.095% | |
| 5/13/2025 | Heck Capital Advisors LLC | 11,522 | $388K | 0.0% | N/A | 0.106% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 87,112 | $2.93M | 2.3% | +3.7% | 0.799% | |
| 5/12/2025 | Townsquare Capital LLC | 56,127 | $1.89M | 0.0% | -9.4% | 0.515% | |
| 5/12/2025 | Truepoint Inc. | 33,140 | $1.12M | 0.0% | +3.4% | 0.304% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 6,772 | $234K | 0.0% | +5.8% | 0.062% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 12,529 | $422K | 0.3% | -4.0% | 0.115% | |
| 5/9/2025 | Navigoe LLC | 34,734 | $1.17M | 1.0% | -3.5% | 0.319% | |
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad) Something big is brewing in Washington.
According to my research, an executive order from President Trump could be just weeks away.
And it holds the potential to trigger one of the most explosive tech booms in US history.
At the center of it all? Robots.
Not the kind that clean your house or pour you coffee.
But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year. This little-known company holds nearly 100 patents and trades for around $7 |
| 5/8/2025 | Momentous Wealth Management Inc. | 20,055 | $675K | 0.5% | +16.8% | 0.184% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 525,544 | $17.70M | 2.7% | +1.0% | 4.822% | |
| 5/8/2025 | Modera Wealth Management LLC | 16,842 | $567K | 0.0% | -4.2% | 0.155% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 7,754 | $261K | 0.1% | N/A | 0.071% | |
| 5/7/2025 | AWM Capital LLC | 882,216 | $29.71M | 3.5% | +3.6% | 8.094% | |
| 5/7/2025 | Drive Wealth Management LLC | 56,127 | $1.89M | 0.4% | -6.9% | 0.515% | |
| 5/6/2025 | Grand Wealth Management LLC | 6,531 | $220K | 0.1% | -6.3% | 0.060% | |
| 5/6/2025 | Morling Financial Advisors LLC | 19,945 | $672K | 0.2% | +34.4% | 0.183% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 3,273 | $110K | 0.1% | +19.0% | 0.030% | |
| 5/5/2025 | Nwam LLC | 23,067 | $777K | 0.1% | +4.6% | 0.212% | |
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